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TOP 30 Senior financial planning in Miami, FL
20 results found
Search for local businesses, places and services near you
Senior Medicare Supplement Insurance
Senior Medicare Supplement Insurance is a trusted health insurance agency located at 1918 West Flagler Street in Miami, Florida. We specialize in providing supplemental insurance plans for seniors to help cover the gaps in their Medicare coverage. Our knowledgeable agents are dedicated to helping seniors find the right plan to fit their individual needs and budget. Contact us today to learn more about how we can help you protect your health and financial well-being.
Yahima Suarez, P.A. / Life Planning & Beyond
Yahima Suarez, P.A. / Life Planning & Beyond is a legal institution located at 6625 Miami Lakes Drive in Miami Lakes, Florida, United States. Specializing in estate planning, our team is dedicated to helping you create a plan that works for you and your family's future. Our quote, "I want to leave my children enough that they feel they can do anything, but not so much that they do nothing," encapsulates our philosophy of responsible planning for the next generation. We believe in providing our clients with the tools and guidance they need to secure their family's future while also instilling values of hard work and responsibility.
Financial Advisor Mo
Financial Advisor Mo is a reputable finance institution located at 6187 Northwest 167th Street in Miami Lakes, Florida. Our team of experienced financial advisors are dedicated to providing personalized financial planning and investment advice to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Financial Advisor Mo is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Merrill Lynch Financial Advisor Joseph A. Gutierrez
Merrill Lynch Financial Advisor Joseph A. Gutierrez is a CERTIFIED FINANCIAL PLANNER™ professional, International Wealth Advisor, and Senior Vice President at Merrill Lynch Wealth Management in Miami, Florida. With over 25 years of experience in the financial services industry, Joseph provides personalized investment advice, guidance, and education to individuals, families, and businesses to help them grow and preserve their wealth. He prioritizes his clients' best interests and aims to deliver top-notch strategies and service to help them achieve their financial goals. Located at 701 Brickell Avenue, Joseph and his team at Merrill Lynch focus on building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis™ to create a customized plan centered on your goals. Whether you're planning for retirement, saving for a home, or funding your child's education, Joseph and his team are dedicated to helping you pursue what matters most to you. With access to the global resources of Merrill and banking solutions from Bank of America, they work with you to develop a tailored approach to address your financial needs and help you reach your goals. As your life and goals evolve, they will regularly review and adjust your financial approach to keep you on track. By getting to know you personally and understanding your priorities, Joseph can design and implement a personalized plan to manage investment risk and help you achieve your financial aspirations. Contact Merrill Lynch Financial Advisor Joseph A. Gutierrez in Miami, Florida, to start working towards your financial goals today.
Merrill Lynch Financial Advisor Rene Syriani
Merrill Lynch Financial Advisor Rene Syriani, located at 701 Brickell Avenue in Miami, Florida, offers over eighteen years of experience in wealth management services. As a Senior Vice President and International Wealth Advisor, Rene covers both international and domestic markets, providing personalized solutions based on clients' risk tolerance, time horizon, and investment goals. The Merrill Personal Wealth Analysis™ helps build a customized plan centered on your aspirations and objectives. With a team dedicated to building strong client relationships, Rene focuses on understanding your priorities and designing a tailored approach to help you pursue financial success. By leveraging the global resources of Merrill and banking solutions from Bank of America, Rene can assist you in managing, growing, and preserving your wealth for the future. Through ongoing conversations and adjustments, he aims to keep you on track towards achieving your goals. As a registered advisor in multiple states, Rene Syriani is committed to providing personalized investment strategies and comprehensive financial solutions to help you live your best financial life.
Miguel Horvath - Private Wealth Advisor, Ameriprise Financial Services, LLC
Miguel Horvath - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious financial institution located at 9130 South Dadeland Boulevard, Miami, Florida, United States. Miguel Horvath holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment strategies, and retirement planning. The institution offers specialized services for domestic partners, seniors, small business owners, and high net worth clients. With a focus on ethical practices and comprehensive financial planning, Miguel Horvath is committed to providing expert advice and guidance to help clients achieve their financial goals.
Merrill Lynch Financial Advisor David Airomloo
Merrill Lynch Financial Advisor David Airomloo is a finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. David Airomloo, a Senior Financial Advisor, believes in providing experienced and candid guidance to clients to create realistic expectations while preserving capital. With a background in fast-paced client service, David joined Merrill Lynch Wealth Management in 2008 to establish a service model that aligns with his professional values and dedication to personalized client service. Fluent in English and Farsi, and conversational in Spanish, David is committed to building lifelong relationships with clients to guide their retirement plans and wealth strategies. By focusing on discipline, planning, and long-term guidance, David offers customized strategies to help clients achieve their financial goals. With access to the global resources of Merrill, David's team is dedicated to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, David can build a personalized plan centered on clients' goals and aspirations. By listening to clients' priorities and goals, David helps create a financial approach that reflects their personality and addresses fluctuations in the market and changes in their lives. As a Merrill Lynch Wealth Management Advisor, David is committed to helping clients navigate the complexities of their financial lives and pursue their goals with a customized investment approach.
Independent Financial Planning
Independent Financial Planning is a reputable finance and insurance agency located at 1901 Brickell Avenue in Miami, Florida, United States. Our dedicated team of expert financial advisors offers personalized and unbiased financial planning services to help individuals and businesses achieve their financial goals. With a focus on transparency and integrity, we provide comprehensive financial solutions tailored to each client's unique needs. Whether you are looking to invest for the future, protect your assets with insurance, or plan for retirement, Independent Financial Planning is here to guide you every step of the way. Contact us today to schedule a consultation and take control of your financial future.
Merrill Lynch Financial Advisor Douglas I Schwartz
Merrill Lynch Financial Advisor Douglas I Schwartz is a finance institution located at 701 Brickell Avenue in Miami, Florida, United States. As your Merrill advisor, Douglas I. Schwartz, CFP®, CAIA®, CPFA, focuses on connecting all aspects of your financial life to help you prioritize and pursue your most important goals. With a background in law and finance, Douglas is a Senior Vice President and Wealth Management Advisor who can provide traditional advice as well as personalized strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He is dedicated to helping both business owners and individuals identify their investment goals, create appropriate strategies, and implement them with a core and satellite discipline approach. Douglas has earned multiple certifications and has a strong educational background, including a Master of Business Administration from Cornell University and a Juris Doctor from Tulane University School of Law. He is committed to helping clients achieve their financial goals by understanding their investment personality and priorities. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Douglas can develop a customized financial approach that reflects your goals and values.
Merrill Lynch Financial Advisor Gonzalo Bello
Merrill Lynch Financial Advisor Gonzalo Bello, located at 701 Brickell Avenue in Miami, Florida, offers personalized wealth management services for business executives and entrepreneurs. With a focus on developing and servicing clients both domestically and abroad, Gonzalo takes a holistic approach to financial planning by working closely with family offices, Trust professionals, and accountants. Fluent in Spanish, English, and with knowledge of Italian, Gonzalo earned his BA in Political Science and International Relations at Florida International University. As a Senior Portfolio Advisor, he helps clients manage their investment strategies and financial goals. With access to the global resources of Merrill, Gonzalo and his team are dedicated to building strong client relationships based on trust and personalized service. By understanding each client's unique needs and goals, Gonzalo helps design and implement personalized plans to help manage, grow, and preserve wealth for the future. With a focus on ongoing communication and adjustments to financial approaches, Gonzalo strives to help clients achieve their financial goals and stay on track regardless of market fluctuations. As a registered Senior Wealth Management Client Associate, Gonzalo is committed to providing tailored financial solutions and investment strategies to help clients live their best financial life.
Merrill Lynch Financial Advisor Enrique Falla
Merrill Lynch Financial Advisor Enrique Falla is located at 200 South Biscayne Boulevard in Miami, Florida. Enrique Falla, Jr. is a Senior Vice President International Wealth Advisor with over 14 years of experience in financial and sales management. He specializes in working with high net worth families and their businesses, drawing on his extensive multinational background. Enrique holds an MBA in International Business and a BA in Business Administration from the University of Miami. He is actively involved in the community and values building personalized financial plans centered on individual goals. With a focus on understanding clients' priorities and evolving needs, Enrique offers tailored investment strategies and comprehensive financial solutions through Merrill Lynch Wealth Management. Whether planning for retirement, saving for education, or managing wealth transfer, Enrique is dedicated to helping clients achieve their financial goals. Through ongoing communication and adjustments to financial approaches, Enrique aims to guide clients through life's changes and market fluctuations. As a registered advisor in multiple states, Enrique Falla is committed to providing personalized service and investment insights to help clients live their best financial life.
Univista Insurance
Univista Insurance is a health and insurance agency located at 15444 Southwest 88th Street in Miami, Florida. Led by local agent Claudia Alonso, the team at Univista Insurance is dedicated to providing clients with the best insurance coverage at the right price. With years of experience and support from the company, Univista Insurance is able to meet the unique needs of each client. Visit their office to meet their team of experts who are ready to assist you with the attention and care you deserve. Open Monday to Friday from 9AM to 6PM and Saturday from 10AM to 2PM, stop by Univista Insurance today to find the coverage you need.
Univista Insurance
Univista Insurance is a trusted health and insurance agency located at 7852 Southwest 24th Street in Miami, Florida. Led by experienced agent Lis Jimenez, our team is dedicated to providing personalized insurance solutions to meet the needs of our clients. Whether you are looking for health insurance, life insurance, or any other type of coverage, we are here to help you find the best options at the right price. Our office is open Monday to Friday from 9AM to 6PM and on Saturdays from 10AM to 2PM. Stop by today to meet our team of experts and get the insurance coverage you deserve.
Estrella Insurance #268
Estrella Insurance #268 is an insurance agency located at 1695 Northeast 163rd Street in North Miami Beach, Florida. Our licensed agents are experienced and knowledgeable, working with each client to find the best insurance coverage for their unique needs and budget. We offer a variety of insurance products including auto, home, renters, commercial, business, life, and health insurance. With over 40 years of experience, Estrella Insurance has built a reputation for quality, reliability, and trust. Our commitment to our clients is reflected in the positive feedback we receive, and we take pride in delivering exceptional service and value. Our agents can help find you the best price, guaranteed, by navigating over 25 insurance carriers. Remember, having the right auto coverage is crucial to avoid costly repairs or financial loss. Contact us for assistance and guidance in filing a claim, as we are here to help you every step of the way.
Ruben Sanchez - State Farm Insurance Agent
Ruben Sanchez - State Farm Insurance Agent is a trusted insurance agency located at 16300 Northwest 59th Avenue in Miami Lakes, Florida. Specializing in providing customizable coverage plans to protect what matters most to you, including your family, belongings, and finances. Ruben Sanchez offers a variety of options such as safe driving rewards, bundling discounts, and other savings opportunities. Whether you need auto insurance, homeowners insurance, renters insurance, recreational vehicle insurance, or life insurance, Ruben Sanchez can help you find the right policy to fit your needs. Additionally, they offer business insurance options for small businesses and health insurance plans tailored to individuals, families, and seniors. By working with State Farm, you can benefit from a wide range of financial services, including banking products through an alliance with U.S. Bank. Contact Ruben Sanchez in Miami Lakes, FL to get started with a personalized insurance or financial plan today.
Isis Tabora, Bankers Life Agent
Isis Tabora, Bankers Life Agent is an insurance agency located at 13400 Southwest 120th Street in Miami, Florida, United States. Specializing in providing comprehensive insurance solutions, Isis Tabora offers personalized service and expert advice to help clients protect their financial future. With a focus on Bankers Life products, the agency ensures that individuals and families have the coverage they need for peace of mind. Whether it's life insurance, health insurance, or retirement planning, Isis Tabora is dedicated to helping clients make informed decisions and secure their financial well-being.
Neil Jesani Advisors
Neil Jesani Advisors is a finance institution located at 1300 Sawgrass Corporate Parkway in Sunrise, Florida, United States. The institution specializes in helping high-income individuals, professionals, and businesses reduce their tax burden through IRS-approved strategies. Services offered include personal, business, and trust tax preparation and compliance, advanced tax reduction strategies, proactive tax planning, tax audit defense by experienced attorneys, retirement income planning, life insurance and estate planning strategies, investment strategies, trusts and charitable foundations management, and business growth and exit planning. If you are a successful business owner, professional, or high-earning salaried individual looking to reduce your taxes, Neil Jesani Advisors can help. The institution's team of senior tax attorneys and experienced CPAs, including Rich Hofmann, T.L. Turnipseed, Neil Jesani, Leslie Borgia, and Dan Ruggiero, are available for a free consultation to discuss your specific tax situation and develop a personalized tax strategy.
Jiron & Company, CPA, PA
Jiron & Company, CPA, PA is a professional accounting firm located at 5200 Southwest 8th Street in Coral Gables, Florida. Established in 2005, our firm is dedicated to providing outstanding service to our select clients in Miami, Broward, and Latin American Countries. Whether you are a young professional, seasoned entrepreneur, or just starting a new project, we are here to assist you in navigating the complexities of the business world. Led by licensed CPA Julio Jiron, our team follows Total Quality Principles that ensure the success of our services. We offer a wide range of financial services including accounting, payroll services, tax preparation and planning, financial statements preparation, compilation, reviews, foreign tax planning, litigation support, and IRS representation.
Bank of America Private Client Advisor Jose Pujol
Bank of America Private Client Advisor Jose Pujol, located at 701 Brickell Avenue in Miami, Florida, is a finance institution dedicated to serving high-net-worth individuals, families, and businesses. Senior Vice President Jose Pujol takes pride in simplifying the complex financial lives of his clients by providing personalized strategies to help pursue their financial goals. With extensive experience in areas such as capital-raising, cash management, and wealth transfer, Jose offers strategic guidance on credit and lending opportunities, tax minimization, trust and estate planning, and more. By working closely with clients and their advisors, Jose develops customized strategies tailored to their specific needs and priorities. As a part of Bank of America Private Bank, Jose and his team provide a personalized approach, drawing on the resources of Bank of America to help clients achieve their financial objectives. From preserving wealth to planning for future growth, the institution is dedicated to making clients' goals a top priority. With a focus on innovation and disciplined financial strategies, Bank of America Private Bank aims to help clients navigate the complexities of the financial landscape and provide a bridge across generations.
Gustavo A Viera CPA
Gustavo A Viera CPA is a renowned accounting and finance institution located at 9780 East Indigo Street, Miami, Florida, United States. The institution offers a range of services, including financial audits for domestic and multinational companies such as Ford and Samsung. The team at Gustavo A Viera CPA is led by a Senior Audit Manager who oversees all aspects of engagements, from planning to financial preparation. The institution also offers services such as Chief Operating Officer and Director of Finance for the Latin America Region, providing expertise in overseeing financial activities, budgeting, and risk management for companies in the region. Outsourcing accounting services to Gustavo A Viera CPA offers numerous benefits, including cost reduction, quality of work, focus on core areas, access to a pool of expertise, and faster turnaround times. The institution also provides tax services to help clients navigate tax season with ease. Gustavo A Viera CPA is authorized to meet specific financial requirements set by the Florida Statutes and ensures that all financial statements are prepared in accordance with generally accepted accounting principles (GAAP).
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